# Tulip Financial Planning LLC

> Tulip Financial Planning LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 336306
- Filed as: TULIP FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336306
- AdvisorCensus page: https://advisorcensus.com/firm/tulip-financial-planning-llc-336306

## Quick answers

**How is Tulip Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tulip Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Tulip Financial Planning LLC registered with the SEC or a state?**
Tulip Financial Planning LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336306.

**How much does Tulip Financial Planning LLC manage?**
Tulip Financial Planning LLC reports $2,860,000 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does Tulip Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24).

**Does Tulip Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336306

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,860,000
- Discretionary: $2,860,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $2,860,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tulipfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tulip Financial Planning LLC (CRD 336306): Form ADV filing data as of October 2026.